Changes for page Steps for Starting a "New Company"
Last modified by Peytience S on 2023/10/30 17:58
From version 1.1
edited by christie w
on 2023/02/01 19:08
on 2023/02/01 19:08
Change comment:
There is no comment for this version
To version 3.1
edited by Peytience S
on 2023/10/30 17:58
on 2023/10/30 17:58
Change comment:
There is no comment for this version
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... ... @@ -1,1 +1,1 @@ 1 -XWiki. christiew1 +XWiki.peytiences - Content
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... ... @@ -1,16 +1,12 @@ 1 1 If you're posting your payroll to **Quickbooks**, you will need to export your **Chart of Accounts** from Quickbooks program first and saved on the desktop so they can be imported into the payroll program and the proper links for payroll set up. 2 2 3 -* 4 -* *Withtheprogramlreadyinstalled on thecomputer,openyour**Hard Drive**,gointoyour **Applications**folder andinto your**AatrixTopPay/Ultimate/Paycheck**program folder anddouble click on theprogramicontoopen.3 +* With the program already installed on the computer, open your **Hard Drive**, go into your **Applications **folder and into your **Aatrix Top Pay/Ultimate/Paycheck **program folder and double click on the program icon to open. 4 +* At the **Company Selection** window, click on the **"New Company" **button on the right side. 5 5 6 -* 7 -** At the **Company Selection** window, click on the **"New Company" **button on the right side. 8 - 9 9 [[image:https://www.aatrix.com/files/5114/2351/6833/Starting_a_New_Company_01.png||alt="Learn how to get started with the program by setting up a" height="307" width="479"]] 10 10 11 11 12 -* 13 -** Click** "Next"** in the window that opens to go to the **Company Information** setup. Items marked in red are required. Once you have the information entered click **"Next".** 9 +* Click** "Next"** in the window that opens to go to the **Company Information** setup. Items marked in red are required. Once you have the information entered click **"Next".** 14 14 15 15 **~ ** 16 16 ... ... @@ -18,15 +18,10 @@ 18 18 19 19 **~ ** 20 20 21 -* 22 -** The basic income items,** Regular Pay**, **Overtime Pay**, **Double Overtime Pay**, **Commission and Bonus** will already be created for you. 17 +* The basic income items,** Regular Pay**, **Overtime Pay**, **Double Overtime Pay**, **Commission and Bonus** will already be created for you. 18 +* In the **Income Items **setup, choose the additional income items you use to pay employees with, for example **Vacation Pay** and **Holiday Pay**, and they will be created for you. 19 +* When you have finished click** "Next".** 23 23 24 -* 25 -** In the **Income Items **setup, choose the additional income items you use to pay employees with, for example **Vacation Pay** and **Holiday Pay**, and they will be created for you. 26 - 27 -* 28 -** When you have finished click** "Next".** 29 - 30 30 **~ ** 31 31 32 32 [[image:https://www.aatrix.com/files/4214/2351/6835/Starting_a_New_Company_03.png||alt="Learn how to get started with the program by setting up a" height="543" width="692"]] ... ... @@ -33,57 +33,43 @@ 33 33 34 34 **~ ** 35 35 36 -* 37 -** In the **Deduction Items **setup, the** Federal Withholding**, **Social Security**, **Medicare **and your **State Withholding** have already been created and selected for you. 38 -\\If your state does not have a Withholding tax you can uncheck it. 27 +* In the **Deduction Items **setup, the** Federal Withholding**, **Social Security**, **Medicare **and your **State Withholding** have already been created and selected for you. 28 +** If your state does not have a Withholding tax you can uncheck it. 39 39 40 -* 41 -** If you offer a **Pension **such as a 401K, or **Health Insurance **you can choose them here and then select whether it is a **Flat Amount **or **Percentage ** and in the box to the left enter the amount/rate to be deducted each payday. 42 -\\Click** "Next" **to continue with the setup. 30 +* If you offer a **Pension **such as a 401K, or **Health Insurance **you can choose them here and then select whether it is a **Flat Amount **or **Percentage ** and in the box to the left enter the amount/rate to be deducted each payday. 31 +** Click** "Next" **to continue with the setup. 43 43 44 - 45 45 [[image:https://www.aatrix.com/files/4114/2351/6836/Starting_a_New_Company_04.png||alt="Learn how to get started with the program by setting up a" height="534" width="696"]] 46 46 47 47 **~ ** 48 48 49 -* 50 -** In the **Employer Paid **setup are the items that are paid by the company. 51 -\\Notice that the **FUTA (Federal Unemployment)**,** Social Security**,** Medicare **and your **State SUI (State Unemployment Insurance)** are already created and selected for you. 37 +* In the **Employer Paid **setup are the items that are paid by the company. 38 +** Notice that the **FUTA (Federal Unemployment)**,** Social Security**,** Medicare **and your **State SUI (State Unemployment Insurance)** are already created and selected for you. 52 52 53 -* 54 -** Enter your **State Unemployment Rate **in the box if you know it. 55 -\\If you offer the other items listed and the company pays for a portion you can select them and enter the amount/rate. 40 +* Enter your **State Unemployment Rate **in the box if you know it. 41 +** If you offer the other items listed and the company pays for a portion you can select them and enter the amount/rate. 56 56 \\Click "**Next"** to continue with the setup. 57 57 58 - 59 59 [[image:https://www.aatrix.com/files/7314/2351/6839/Starting_a_New_Company_05.png||alt="Learn how to get started with the program by setting up a" height="593" width="692"]] 60 60 61 61 **~ ** 62 62 63 -* 64 -** The next step of the setup process is to enter your employees. 65 -\\In the **Employees **setup, click the **"New"** button and enter the information for an employee. 48 +* The next step of the setup process is to enter your employees. 49 +** In the **Employees **setup, click the **"New"** button and enter the information for an employee. 66 66 \\Once you have the information entered click the** "Save"** button to have the employee added to the list on the left. 67 67 68 -* 69 -** Click the "**New"** button and enter the remaining employees in the same fashion. 70 -\\When all employees have been entered click the "**Next" **button. 52 +* Click the "**New"** button and enter the remaining employees in the same fashion. 53 +** When all employees have been entered click the "**Next" **button. 71 71 72 - 73 73 [[image:https://www.aatrix.com/files/9514/2351/6841/Starting_a_New_Company_06.png||alt="Learn how to get started with the program by setting up a"]] 74 74 75 75 **~ ** 76 76 77 -* 78 -** If you're posting your payroll to **Quickbooks**, you should already have your **Chart of Accounts **exported and saved on the desktop. 59 +* If you're posting your payroll to **Quickbooks**, you should already have your **Chart of Accounts **exported and saved on the desktop. 60 +* In the **Link **setup click the **"Import" **button**. ** 61 +** In the window that opens navigate to your **Chart of Accounts **list you exported from Quickbooks and select it then click **"Open" **to bring the account list into the program. 62 +* From the dropdown menu above,** select the checking account** to be used for payroll checks. 79 79 80 -* 81 -** In the **Link **setup click the **"Import" **button**. ** 82 -\\In the window that opens navigate to your **Chart of Accounts **list you exported from Quickbooks and select it then click **"Open" **to bring the account list into the program. 83 - 84 -* 85 -** From the dropdown menu above,** select the checking account** to be used for payroll checks. 86 - 87 87 **~ ** 88 88 89 89 [[image:https://www.aatrix.com/files/3914/2351/6844/Starting_a_New_Company_07.png||alt="Learn how to get started with the program by setting up a" height="537" width="688"]] ... ... @@ -90,5 +90,27 @@ 90 90 91 91 **~ ** 92 92 93 -* 94 -** Click **"Finish"** to have the company created and listed for you at the** Company Selections** screen. 70 +* Click **"Finish"** to have the company created and listed for you at the** Company Selections** screen. 71 + 72 +---- 73 + 74 +== Related Pages: == 75 + 76 +=== [[Moving Payroll to a New Computer>>doc:Mac.Installing Updating .Installing.Moving Payroll to a New Computer.WebHome]] === 77 + 78 +Read on what to do when moving your payroll program and database backup to a new computer. 79 + 80 + 81 +=== [[Initial Installation and Opening the Payroll Program>>doc:Mac.Installing Updating .Installing.Initial Installation and Opening the Payroll Program.WebHome]] === 82 + 83 +Learn how to install and run Aatrix Top Pay / Ultimate / Paycheck on your Mac. 84 + 85 + 86 +=== [[Installing Upgrades; Reinstalling the Program>>doc:Mac.Installing Updating .Installing.Installing Upgrades; Reinstalling the Program.WebHome]] === 87 + 88 +Read on how to upgrade to newer versions / re-install our software. 89 + 90 + 91 +=== [[Multiple User / Server Installation>>doc:Mac.Installing Updating .Installing.Multiple User Server Installation.WebHome]] === 92 + 93 +FAQ: Can the program be installed on a server or have multiple users that access the same database?